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Schwab US Broad Market ETF

1,278 hedge funds and large institutions have $12.8B invested in Schwab US Broad Market ETF in 2025 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 479 increasing their positions, 467 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3% more repeat investments, than reductions

Existing positions increased: 479 | Existing positions reduced: 467

0.38% more ownership

Funds ownership: 32.22%32.6% (+0.38%)

4% less funds holding in top 10

Funds holding in top 10: 138132 (-6)

Holders
1,278
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
132
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.7M
Puts
$15.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GA
576
Greenspring Advisors
Maryland
$1.26M
EWA
577
EverSource Wealth Advisors
Alabama
$1.25M
FCMA
578
Foresight Capital Management Advisors
Michigan
$1.25M
WMWM
579
Whitaker-Myers Wealth Managers
Ohio
$1.24M
PIM
580
Penobscot Investment Management
Massachusetts
$1.23M
MFG
581
Midwest Financial Group
Kansas
$1.23M
LWM
582
Lionshead Wealth Management
New York
$1.22M
WWM
583
Westwood Wealth Management
California
$1.22M
TF
584
Tompkins Financial
New York
$1.2M
OC
585
Oarsman Capital
Wisconsin
$1.2M
FNBT
586
FineMark National Bank & Trust
Florida
$1.19M
SHWM
587
Smith & Howard Wealth Management
Georgia
$1.19M
TIP
588
Tandem Investment Partners
New Jersey
$1.19M
PAS
589
Park Avenue Securities
New York
$1.19M
LKBC
590
L.K. Benson & Company
Maryland
$1.19M
PFA
591
Pinnacle Family Advisors
Missouri
$1.18M
MA
592
MCF Advisors
Kentucky
$1.18M
MAM
593
McCarthy Asset Management
California
$1.17M
CSP
594
Cary Street Partners
Virginia
$1.17M
BFS
595
Burkett Financial Services
South Carolina
$1.16M
SSWM
596
Smith Salley Wealth Management
North Carolina
$1.15M
BRPW
597
Ballast Rock Private Wealth
South Carolina
$1.15M
OPWM
598
Oakwell Private Wealth Management
Texas
$1.14M
SAM
599
Smithbridge Asset Management
Pennsylvania
$1.14M
CCM
600
Colorado Capital Management
Colorado
$1.14M